Kathy Wentzler

In the fast-moving world of financial services, organization and accuracy is critically important. Kathy’s primary role is to assist Bill Mumpower, Advisory South Principal, in the preparation and processing of paperwork to open then maintain clients’ investment accounts. This includes updating the firm’s contact database and keeping client information current at all times.

EXPERIENCE

Kathy has worked alongside Bill since 2011. Previously, she worked for a non-profit organization for 14 years, including time spent as a Computer Support Technician and later a Database Manager / System Analysis.

FROM THE HEART

“I enjoy working on a team that truly has the client’s best interests at the forefront of its work.  It is genuinely rewarding to be a part of building personal relationships with clients.”

PERSONAL

Kathy serves as a volunteer on various community-service projects through her church. She earned an Associate’s Degree in Business Administration from Williamsport School of Commerce, and has continued her education by taking additional courses in Computer Science.  A native of Elimsport, PA, she enjoys quilting and reading in her spare time. She resides in Duluth, GA with her husband, Dave. The couple has three adult children and two grandchildren – “two of God’s greatest blessings!”,  Kathy says